Disciplined Investments’s Raymond James Financial RJF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-26
| Closed | -$2.7K | – | 1234 |
|
2023
Q2 | $2.7K | Buy |
26
+2
| +8% | +$208 | ﹤0.01% | 545 |
|
2023
Q1 | $2.24K | Sell |
24
-4
| -14% | -$373 | ﹤0.01% | 625 |
|
2022
Q4 | $2.99K | Sell |
28
-3
| -10% | -$321 | ﹤0.01% | 496 |
|
2022
Q3 | $3K | Buy |
31
+8
| +35% | +$774 | ﹤0.01% | 545 |
|
2022
Q2 | $2K | Sell |
23
-5
| -18% | -$435 | ﹤0.01% | 726 |
|
2022
Q1 | $3K | Buy |
+28
| New | +$3K | ﹤0.01% | 598 |
|